Workflows and Automation
Let the system remember the follow-up so your team doesn't have to. Learn how workflows work, how to safely edit them, and how to test before you publish.
Articles
Understanding WorkflowsLearn the basics of Triggers and Actions to automate your business.
Safely Editing an Existing WorkflowEdit an active workflow safely without causing errors.
Testing a Workflow Before PublishingRun a test on an automation to make sure it works before making it live.
Manually Adding or Removing a ContactManually start or stop an automation for a specific person.